^GSPC Today, February 24: Mexico CJNG Unrest Risks Travel Demand
The focus today is clear: mexico cartel leader killed and the fallout for travel demand and the S&P 500. Violence and advisories around Jalisco, including Puerto Vallarta and Guadalajara, are raising near-term risk for North American travel. We see this feeding into sentiment for airlines, hotels, booking platforms, and card networks inside the S&P 500. For Singapore investors, the link is simple. Shocks to US travel flows can hit earnings expectations and risk appetite, even if exposures are indirect.
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